Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.2B
AUM Growth
+$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,490
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$147M
3
+$68.2M
4
BHVN
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
+$58.9M
5
AMZN icon
Amazon
AMZN
+$46.2M

Top Sells

1
+$131M
2
+$103M
3
+$96.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$71.8M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$63.7M

Sector Composition

1 Technology 17.12%
2 Healthcare 11.2%
3 Financials 9.96%
4 Industrials 8.94%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$29.8M 0.04%
495,765
+90,893
352
$29.7M 0.04%
458,440
-17,169
353
$29.7M 0.04%
363,083
+35,711
354
$29.5M 0.04%
553,746
+75,027
355
$29.5M 0.04%
360,457
+19,420
356
$29.4M 0.04%
44,157
+3,980
357
$29.4M 0.04%
125,012
+6,660
358
$29.3M 0.04%
238,913
+9,223
359
$29.3M 0.04%
575,359
-37,920
360
$29.2M 0.04%
284,063
+7,963
361
$29.2M 0.04%
396,702
-23,814
362
$29.1M 0.04%
82,922
+29,600
363
$28.8M 0.04%
59,894
+17,492
364
$28.8M 0.04%
161,788
+33,772
365
$28.7M 0.04%
169,577
+6,650
366
$28.5M 0.04%
169,811
+15,086
367
$28.3M 0.04%
38,925
+204
368
$28.3M 0.04%
71,881
+1,603
369
$28.1M 0.04%
77,985
-1,665
370
$28.1M 0.04%
168,726
+38,514
371
$28M 0.04%
767,945
-663
372
$28M 0.04%
222,462
-38
373
$27.8M 0.04%
176,908
+18,800
374
$27.7M 0.04%
226,392
-41,703
375
$27.6M 0.04%
122,785
+9,032
13 14
15
16 17